FCH
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Freestone Capital Holdings’s Valero Energy VLO Stock Holding History

Freestone Capital Holdings’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$717K Buy
2,903
+679
+31% +$140K 0.02% 287
2025
Q4 		$362K Sell
2,224
-53
-2% -$8.98K 0.01% 390
2025
Q3 		$388K Sell
2,277
-18
-0.8% -$2.68K 0.01% 388
2025
Q2 		$308K Buy
+2,295
New +$286K 0.01% 359
2024
Q3 		– Sell
-4,494
Closed -$704K – 494
2024
Q2 		$704K Sell
4,494
-35
-0.8% -$5.65K 0.03% 254
2024
Q1 		$773K Buy
+4,529
New +$649K 0.03% 245
2020
Q4 		– Sell
-453
Closed -$19.6K – 1327
2020
Q3 		$19.6K Buy
+453
New +$23.7K ﹤0.01% 649
2014
Q2 		– Sell
-4,311
Closed -$229K – 255
2014
Q1 		$229K Sell
4,311
-13,291
-76% -$681K 0.04% 181
2013
Q4 		$887K Sell
17,602
-6,259
-26% -$264K 0.16% 113
2013
Q3 		$811K Buy
23,861
+3,513
+17% +$124K 0.14% 149
2013
Q2 		$708K Buy
+20,348
New +$775K 0.15% 130

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Freestone Capital Holdings's VLO Position: Q1 2026 in Review

Freestone Capital Holdings increased its Valero Energy (VLO) stake by 31% in Q1 2026, buying an estimated $140K and bringing the position to 2,903 shares worth $717K. The position accounts for 0.02% of the portfolio, ranked #287.

Freestone Capital Holdings first reported a position in VLO in Q2 2013 and has held it in 11 quarters since. The position peaked at $887K in Q4 2013. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Freestone Capital Holdings held 2,903 shares of Valero Energy worth $717K as of Q1 2026.
  • Freestone Capital Holdings bought 679 Valero Energy shares in Q1 2026, an estimated $140K.
  • Valero Energy made up 0.02% of Freestone Capital Holdings's portfolio in Q1 2026, its #287 holding.
  • Freestone Capital Holdings first reported a position in Valero Energy in Q2 2013 and has held it in 11 quarters since.
  • Freestone Capital Holdings's Valero Energy position peaked at $887K in Q4 2013.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.